Photo courtesy of Tourism Vancouver
The IAFP Symposium has consistently provided a rare opportunity to meet truly advanced financial planners, and to study technical subjects related to financial planning at an advanced level. In 2010, for the first time, the Symposium was opened to non-members. We invite non-members to join us again in 2012.
A.K.A. “The Castle”, in the heart of downtown Vancouver, B.C.
Delegates will be informed how to obtain the $219.00 per night rate at the Hotel Vancouver when they register for this event.
Welcome Reception
Symposium Sessions
Registration fee to attend the Symposium is $900 (plus HST) with an Early Bird rate of $750 (plus HST) prior to August 15th. Convenient on-line registration is available for both IAFP Members and Non-Members. (Non-Member registrations are subject to approval.)
Non-Member registration fee includes a $150 credit towards (optional) application for Associate Membership.
Don’t miss this opportunity to learn and interact with other advanced planners!
This year’s Symposium theme is For Your Clients, For Your Business: A Toolkit for the Professional Financial Planner.
Symposium 2012 will take on a new look and feel over the 2 1/2 days:
Day one will be case study focused (unique to IAFP Symposia). An entrepreneurial couple in their forties with complicated real life challenges - DAMIAN AND JOSIE NEED A PLAN! Tax Applications, Investment Consideration, Legal Considerations and The Actual Case - What really happened? A recap of the actual case outcomes.
Day two will explore a range of topics focused on the Planner e.g. Business or Practice - What do you have?, Risk Profiling: Art and Science, Practices of the Professional Financial Planner - Panel Discussion, plus P4 - Building Great Businesses by Creating Great Employees - Four key elements all working cohesively together.
Day three will begin with a U.S. Tax Update, followed by an Open Forum to discuss the topics of the conference and have answers provided by the best in the profession.
Plans are underway to create a celebration of the IAFP’s 10th Symposium Anniversary and will be held at the Hotel Vancouver. Join us on the Rooftop (enclosed) with panoramic views of this amazing city. Tickets for this optional evening event are $100 plus tax.
While the IAFP has no say in the content of adjacent courses, the subjects covered can often complement our Symposium topics. IAFP Members also welcome the opportunity to earn more CE credits, the special discounts and the travel convenience of back-to-back events.
Symposium Delegates can obtain a 15% discount on the Financial Divorce Specialist (FDS) designation course being offered in Vancouver immediately following the IAFP Symposium. This 44 CE credit course is led by R.F.P. Linda Cartier. There will also be an Advanced Day for the existing FDS members on Wednesday, Sept 12th (during the day). For complete information, visit the Academy of Financial Divorce Specialists.
We will post links to our 2012 Sponsors as they confirm. Those confirmed to date: Standard Life, Investment Executive, Leon Frazer & Associates Inc., Connor, Clark & Lunn Private Capital, CCH Canadian Limited, Cougar Global Investments, Special Services Department, N.B.F. (Enter “Welcome” in the “Dealer Code” field for access), Steadyhand Investment Funds, Hemisphere Capital Management, Dixon Mitchell Investment Counsel, Alitis Investment Counsel, Value Partners Investments, Advisor’s Edge, Barrantagh Investment Management, Genus Wealth Management and Bespoke Portfolio Management Group.
We have once again arranged a discount on air travel to the Symposium. See the WestJet Discounts page.
Why not take an extra day or two and explore the beautiful city of Vancouver and surrounding areas. Choose from full day and half day fully narrated tours. Special conference rates available.
Photos courtesy of Vancouver Tourism
Questions? Call us at 1-888-298-3292 (or direct at 604-943-4217)
Last updated: 21 Jul 2019 11:34 PM
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